JPL Wealth Management, LLC
GREENWOOD VILLAGE CO · SEC CIK 0002010710
$4.35亿2026Q1 申报市值
1,553持仓数
27.5%前十大占比 · 第一大 3.6%
452 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPYM 加仓+$656.35万
DYNF 加仓+$337.85万
QVAL 加仓+$289.27万
CAOS 加仓+$217.46万
AAUA 新建仓+$176.53万
2026Q1 卖出最多 按季末市值估算
SCHD 重新持有-$539.41万
VOT 减仓-$346.63万
SNY 重新持有-$254.67万
UNP 重新持有-$240.46万
THOMSON REUTERS 减仓-$228.73万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CBRE | CBRE GROUP INC | $1.46万 | 0.00% | 108 | -11 | -9.2% | -$1,490 | 重新持有 |
| WWD | WOODWARD INC | $1.47万 | 0.00% | 41 | 10 | 32.3% | $3,579 | 重新持有 |
| IR | INGERSOLL RAND INC | $1.47万 | 0.00% | 184 | -13 | -6.6% | -$1,042 | 重新持有 |
| BKR | BAKER HUGHES COMPANY | $1.48万 | 0.00% | 242 | 23 | 10.5% | $1,404 | 重新持有 |
| TEM | TEMPUS AI INC | $1.48万 | 0.00% | 327 | 0 | 0.0% | — | 重新持有 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1.48万 | 0.00% | 99 | 21 | 26.9% | $3,141 | 重新持有 |
| MTUM | ISHARES TR | $1.49万 | 0.00% | 62 | 0 | 0.0% | — | 重新持有 |
| DOC | HEALTHPEAK PROPERTIES INC | $1.50万 | 0.00% | 910 | 85 | 10.3% | $1,397 | 重新持有 |
| MFC | MANULIFE FINL CORP | $1.50万 | 0.00% | 435 | -8 | -1.8% | -$276 | 重新持有 |
| MMM | 3M CO | $1.50万 | 0.00% | 103 | -21 | -16.9% | -$3,060 | 重新持有 |
| AEE | AMEREN CORP | $1.51万 | 0.00% | 137 | 5 | 3.8% | $550 | 重新持有 |
| BHP | BHP BILLITON LIMITED | $1.51万 | 0.00% | 208 | 76 | 57.6% | $5,529 | 重新持有 |
| IUSV | ISHARES TR | $1.51万 | 0.00% | 148 | 0 | 0.0% | — | 重新持有 |
| USMV | ISHARES TR | $1.52万 | 0.00% | 164 | 0 | 0.0% | — | 重新持有 |
| BKU | BANKUNITED INC | $1.53万 | 0.00% | 338 | 0 | 0.0% | — | 重新持有 |
| DKS | DICKS SPORTING GOODS INC | $1.55万 | 0.00% | 78 | 0 | 0.0% | — | 重新持有 |
| DOV | DOVER CORP | $1.58万 | 0.00% | 76 | 1 | 1.3% | $208 | 重新持有 |
| VYM | VANGUARD WHITEHALL FDS | $1.58万 | 0.00% | 107 | 107 | — | $1.58万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1.59万 | 0.00% | 48 | 2 | 4.3% | $662 | 重新持有 |
| MLM | MARTIN MARIETTA MATLS INC | $1.59万 | 0.00% | 27 | 2 | 8.0% | $1,177 | 重新持有 |
| EME | EMCOR GROUP INC | $1.62万 | 0.00% | 22 | 2 | 10.0% | $1,477 | 重新持有 |
| MOD | MODINE MFG CO | $1.63万 | 0.00% | 75 | 0 | 0.0% | — | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.63万 | 0.00% | 56 | 22 | 64.7% | $6,391 | 重新持有 |
| CFG | CITIZENS FINL GROUP INC | $1.66万 | 0.00% | 276 | 7 | 2.6% | $420 | 重新持有 |
| TTE | TOTALENERGIES SE | $1.66万 | 0.00% | 182 | 182 | — | $1.66万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $1.66万 | 0.00% | 170 | 52 | 44.1% | $5,080 | 重新持有 |
| LEN | LENNAR CORP | $1.67万 | 0.00% | 192 | -28 | -12.7% | -$2,430 | 重新持有 |
| BKD | BROOKDALE SR LIVING INC | $1.68万 | 0.00% | 1,225 | 0 | 0.0% | — | 重新持有 |
| HIG | HARTFORD INSURANCE GROUP INC | $1.69万 | 0.00% | 125 | -69 | -35.6% | -$9,332 | 重新持有 |
| ADSK | AUTODESK INC | $1.70万 | 0.00% | 71 | 2 | 2.9% | $479 | 重新持有 |
| BLND | BLEND LABS INC | $1.70万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.70万 | 0.00% | 64 | -31 | -32.6% | -$8,247 | 重新持有 |
| SPG | SIMON PPTY GROUP INC NEW | $1.72万 | 0.00% | 92 | 3 | 3.4% | $560 | 重新持有 |
| HRL | HORMEL FOODS CORP | $1.72万 | 0.00% | 758 | 0 | 0.0% | — | 重新持有 |
| VMC | VULCAN MATLS CO | $1.72万 | 0.00% | 63 | 3 | 5.0% | $819 | 重新持有 |
| CROX | CROCS INC | $1.74万 | 0.00% | 209 | 0 | 0.0% | — | 重新持有 |
| VOT | VANGUARD INDEX FDS | $1.74万 | 0.00% | 68 | -13,531 | -99.5% | -$346.63万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $1.76万 | 0.00% | 165 | 0 | 0.0% | — | 重新持有 |
| EXEL | EXELIXIS INC | $1.77万 | 0.00% | 412 | 45 | 12.3% | $1,930 | 重新持有 |
| TEL | TE CONNECTIVITY PLC | $1.77万 | 0.00% | 85 | -8 | -8.6% | -$1,666 | 重新持有 |
| EXR | EXTRA SPACE STORAGE INC | $1.77万 | 0.00% | 135 | 90 | 200.0% | $1.18万 | 重新持有 |
| PCAR | PACCAR INC | $1.77万 | 0.00% | 153 | 34 | 28.6% | $3,935 | 重新持有 |
| CMI | CUMMINS INC | $1.78万 | 0.00% | 33 | 6 | 22.2% | $3,228 | 重新持有 |
| IQV | IQVIA HLDGS INC | $1.81万 | 0.00% | 106 | 87 | 457.9% | $1.48万 | 重新持有 |
| MCK | MCKESSON CORP | $1.82万 | 0.00% | 21 | -2 | -8.7% | -$1,731 | 重新持有 |
| TSCO | TRACTOR SUPPLY CO | $1.84万 | 0.00% | 406 | -87 | -17.6% | -$3,941 | 重新持有 |
| APO | APOLLO GLOBAL MGMT INC | $1.85万 | 0.00% | 166 | 19 | 12.9% | $2,117 | 重新持有 |
| MDT | MEDTRONIC PLC | $1.86万 | 0.00% | 214 | -203 | -48.7% | -$1.76万 | 重新持有 |
| ETR | ENTERGY CORP NEW | $1.88万 | 0.00% | 167 | 0 | 0.0% | — | 重新持有 |
| ALLY | ALLY FINL INC | $1.88万 | 0.00% | 480 | 24 | 5.3% | $941 | 重新持有 |
| PCG | PG&E CORP | $1.90万 | 0.00% | 1,081 | 695 | 180.1% | $1.22万 | 重新持有 |
| CW | CURTISS WRIGHT CORP | $1.91万 | 0.00% | 28 | 4 | 16.7% | $2,725 | 重新持有 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.91万 | 0.00% | 268 | 34 | 14.5% | $2,420 | 重新持有 |
| REGN | REGENERON PHARMACEUTICALS | $1.93万 | 0.00% | 25 | 13 | 108.3% | $1.00万 | 重新持有 |
| DDOG | DATADOG INC | $1.94万 | 0.00% | 164 | -29 | -15.0% | -$3,424 | 重新持有 |
| NDAQ | NASDAQ INC | $1.98万 | 0.00% | 233 | 8 | 3.6% | $679 | 重新持有 |
| GLD | SPDR GOLD TR | $1.98万 | 0.00% | 46 | 21 | 84.0% | $9,036 | 重新持有 |
| EXC | EXELON CORP | $1.99万 | 0.00% | 406 | 51 | 14.4% | $2,500 | 重新持有 |
| UPS | UNITED PARCEL SVCS INC | $2.00万 | 0.00% | 203 | 190 | 1,461.5% | $1.87万 | 重新持有 |
| HAL | HALLIBURTON CO | $2.03万 | 0.00% | 522 | 385 | 281.0% | $1.50万 | 重新持有 |
| DELL | DELL TECHNOLOGIES INC | $2.06万 | 0.00% | 126 | 22 | 21.2% | $3,599 | 重新持有 |
| JXN | JACKSON FINANCIAL INC | $2.06万 | 0.00% | 195 | -5 | -2.5% | -$529 | 重新持有 |
| BMO | BANK MONTREAL MEDIUM | $2.07万 | 0.00% | 153 | -1 | -0.6% | -$135 | 重新持有 |
| TECK | TECK RESOURCES LTD | $2.08万 | 0.00% | 401 | -70 | -14.9% | -$3,623 | 重新持有 |
| — | ELECTRONIC ARTS INC | $2.08万 | 0.00% | 102 | -19 | -15.7% | -$3,874 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION | $2.08万 | 0.00% | 370 | -18 | -4.6% | -$1,014 | 重新持有 |
| ADBE | ADOBE INC | $2.09万 | 0.00% | 86 | -6,145 | -98.6% | -$149.38万 | 重新持有 |
| PLD | PROLOGIS INC. | $2.10万 | 0.00% | 159 | 58 | 57.4% | $7,667 | 重新持有 |
| AA | ALCOA CORP | $2.11万 | 0.00% | 318 | 60 | 23.3% | $3,977 | 重新持有 |
| GRMN | GARMIN LTD | $2.11万 | 0.00% | 91 | 23 | 33.8% | $5,337 | 重新持有 |
| SENEA | SENECA FOODS CORP NEW | $2.12万 | 0.00% | 140 | 0 | 0.0% | — | 重新持有 |
| VTRS | VIATRIS INC | $2.12万 | 0.00% | 1,572 | 0 | 0.0% | — | 重新持有 |
| F | FORD MTR CO | $2.14万 | 0.00% | 1,851 | 9 | 0.5% | $104 | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $2.17万 | 0.00% | 339 | -1,128 | -76.9% | -$7.23万 | 重新持有 |
| LMND | LEMONADE INC | $2.19万 | 0.01% | 350 | 0 | 0.0% | — | 重新持有 |
| STE | STERIS PLC | $2.20万 | 0.01% | 100 | 9 | 9.9% | $1,982 | 重新持有 |
| LVS | LAS VEGAS SANDS CORP | $2.20万 | 0.01% | 409 | 49 | 13.6% | $2,640 | 重新持有 |
| CRH | CRH PLC | $2.21万 | 0.01% | 210 | 137 | 187.7% | $1.44万 | 重新持有 |
| SHEL | SHELL PLC | $2.21万 | 0.01% | 238 | 23 | 10.7% | $2,139 | 重新持有 |
| AIZ | ASSURANT INC | $2.22万 | 0.01% | 102 | -5 | -4.7% | -$1,089 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $2.23万 | 0.01% | 168 | 67 | 66.3% | $8,905 | 重新持有 |
| NSC | NORFOLK SOUTHN CORP | $2.24万 | 0.01% | 78 | -6 | -7.1% | -$1,722 | 重新持有 |
| FHN | FIRST HORIZON CORPORATION | $2.25万 | 0.01% | 988 | 252 | 34.2% | $5,736 | 重新持有 |
| EQIX | EQUINIX INC | $2.25万 | 0.01% | 23 | 10 | 76.9% | $9,803 | 重新持有 |
| FAST | FASTENAL CO | $2.33万 | 0.01% | 503 | 73 | 17.0% | $3,385 | 重新持有 |
| BURL | BURLINGTON STORES INC | $2.34万 | 0.01% | 72 | -39 | -35.1% | -$1.27万 | 重新持有 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.34万 | 0.01% | 83 | 34 | 69.4% | $9,601 | 重新持有 |
| DVY | ISHARES TR | $2.35万 | 0.01% | 155 | 0 | 0.0% | — | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $2.36万 | 0.01% | 94 | 17 | 22.1% | $4,260 | 重新持有 |
| SF | STIFEL FINL CORP | $2.37万 | 0.01% | 320 | 180 | 128.6% | $1.33万 | 重新持有 |
| NXPI | NXP SEMICONDUCTORS N V | $2.37万 | 0.01% | 120 | 7 | 6.2% | $1,382 | 重新持有 |
| EOG | EOG RES INC | $2.39万 | 0.01% | 165 | 17 | 11.5% | $2,458 | 重新持有 |
| ITW | ILLINOIS TOOL WKS INC | $2.40万 | 0.01% | 92 | 11 | 13.6% | $2,872 | 重新持有 |
| DIS | DISNEY WALT CO | $2.41万 | 0.01% | 250 | -15 | -5.7% | -$1,447 | 重新持有 |
| — | JANUS HENDERSON GROUP PLC | $2.42万 | 0.01% | 471 | 5 | 1.1% | $257 | 重新持有 |
| NVS | NOVARTIS AG | $2.42万 | 0.01% | 158 | 67 | 73.6% | $1.03万 | 重新持有 |
| SHW | SHERWIN WILLIAMS CO | $2.43万 | 0.01% | 76 | -55 | -42.0% | -$1.76万 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2.45万 | 0.01% | 124 | 42 | 51.2% | $8,295 | 重新持有 |
| KWEB | KRANESHARES TRUST | $2.45万 | 0.01% | 862 | 49 | 6.0% | $1,394 | 重新持有 |
| FDX | FEDEX CORP | $2.46万 | 0.01% | 69 | 25 | 56.8% | $8,905 | 重新持有 |